See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,895 | $109,881+23.7% | $150,045-9.4% | $84,808+60.2% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 11.30% | 28.25%-16.9pp | 62.55%-51.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,805 | $3,561+6.9% | $4,693-18.9% | $2,631+44.6% |
| Participant deferral / active EE | $9,562 | $6,636+44.1% | $7,997+19.6% | $4,212+127.1% |
| Admin fee / account holder | $28,418 | $8,568+231.7% | $13,435+111.5% | $7,344+287.0% |